See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,232 | $109,413-13.9% | $156,263-39.7% | $84,808+11.1% |
| Participation rate | 59.0% | 72.7%-13.7pp | 78.9%-19.9pp | 68.3%-9.3pp |
| Annual return | 16.03% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,773 | $2,907-39.0% | $4,333-59.1% | $2,631-32.6% |
| Participant deferral / active EE | $8,920 | $4,590+94.4% | $6,158+44.8% | $4,212+111.8% |
| Admin fee / account holder | $4,063 | $9,357-56.6% | $14,255-71.5% | $7,344-44.7% |